Filed November 17, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MGMT INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $22,537 |
WEAVER LLP3+ years Filed as: WEAVER Service code 10 · EIN 75-0786316 | Accounting | $14,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,296 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,640 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,433 | $102,514-56.7% | $97,995-54.7% | $62,292-28.7% |
| Participation rate | 70.5% | 79.5%-9.0pp | 82.4%-11.9pp | 69.5%+1.0pp |
| Annual return | 18.38% | 32.43%-14.1pp | 23.94%-5.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,177 | $3,689-68.1% | $4,158-71.7% | $2,042-42.4% |
| Participant deferral / active EE | $3,151 | $5,308-40.6% | $5,097-38.2% | $3,169-0.6% |
| Admin fee / account holder | $225 | $378-40.6% | $5,943-96.2% | $479-53.2% |